Manage a high-volume B2B commercial account portfolio, prioritizing outreach based on risk and delinquency levels; proactively contact clients by phone and email to negotiate payment arrangements and recover past-due balances
Apply sound judgment in selecting the right collection strategy for each account whether that's a payment plan, escalation, or referral to legal or a third-party agency and maintain accurate documentation in our ERP or collections management system
Serve as the primary point of contact for complex billing disputes, owning each case from identification through resolution; evaluate validity, gather documentation, and communicate outcomes clearly and professionally
Verify that invoices align with contractual terms before and during the collections process; identify recurring billing issues and escalate systemic problems to management with recommended solutions
Monitor aging reports daily, assess portfolio health, adjust strategies accordingly, and keep management informed on high-risk accounts, open disputes, and overall portfolio status
Requirements
Bachelor's Degree or 4+ Years Professional Experience in Business, Finance, or related field preferred.
4+ Years Experience in business-to-business collections, accounts receivable, or a related commercial finance role.
Strong working knowledge of B2B collections processes, billing systems, and commercial agreement interpretation, with a proven track record managing high-volume account portfolios with minimal supervision.
Hands-on experience with ERP and collections management systems and Microsoft Office Suite, particularly Excel; aptitude to leverage AI tools to drive efficient and effective outcomes.
Excellent verbal and written communication skills with a professional, persuasive, and diplomatic approach; decisive and solutions-oriented with the analytical ability to independently resolve complex billing disputes.
Tech Stack
ERP
Benefits
Generous paid time off policy, including vacation and 10 paid holidays
Competitive and comprehensive medical, dental, and vision benefits plans with Flexible Spending benefits including medical/dental expenses and dependent care
401(k) retirement plan with a generous contribution
Group Term Life Insurance covered 100% by employer
Wellness Incentive to promote overall employee well-being